TF Metals Report Podcast

Welcome to the TF Metals Report Podcast! Vault podcasts are produced almost every day, while Access 2 Access (A2A) podcasts come out usually once a week.

TFMR Podcast - Tuesday, November 10

Tuesday, November 10, 2020 - 5:34pm

It was a bounceback day today after the merciless thrashing we took yesterday. Tomorrow brings the Bank and .gov holiday of Veteran's Day so maybe we'll catch a break with both the bond market and JPM being closed?

Speaking of JPM, news of their latest criminality is the third link...

TFMR Podcast - Monday, November 9

Monday, November 9, 2020 - 5:08pm

Uh, oh...that darn cat is back! Even if you haven't seen the headlines, you know what that means...

But it is what it is and most prices are simply back to where they were last Tuesday. Combine that with the rational thinking that will soon return, I suspect that the lows of the week...

TFMR Podcast - Friday, November 6

Friday, November 6, 2020 - 6:00pm

It was a crazy week that began with very low expectations and tremendous uncertainty. That we would finish the week with breakout movements above key moving averages seemed a far-fetched dream. Yet, here we are.

So for today, just a lengthy general discussion of the week that was with...

TFMR Podcast - Thursday, November 5

Thursday, November 5, 2020 - 4:52pm

It was a great day as prices of both Comex metals and the mining ETFs all broke out from their downtrends and moved above their respective 50-day moving averages. With the benefit of hindsight, aren't you glad that you remained focused upon The Big Picture and did not allow yourself to be...

TFMR Podcast - Wednesday, November 4

Wednesday, November 4, 2020 - 4:22pm

As we've witnessed so many times in the past, your Comex digital metals were harshly capped today in response to the uncertain events of last evening. But as we've had to remind from time to time, today was just "a day". The bull market fundamentals have only grown stronger over the past 24...

TFMR Podcast - Tuesday, November 3

Tuesday, November 3, 2020 - 4:27pm

Well, here we are. It's finally election night and it's going to be a long, volatile evening and overnight. Please come on in and join us for what will surely be a very interesting few hours.

There's not much left to say at this point other than a reminder to try not to get too angry...

TFMR Podcast - Monday, November 2

Monday, November 2, 2020 - 4:33pm

It's the day before the U.S. election and we had a real oddity today....the POSX, gold and the "stock market" all rose in tandem. When was the last time that happened? August??

With it being Election Eve, there's not really much more to be said and done. So, after a general discussion...

TFMR Podcast - Friday, October 30

Friday, October 30, 2020 - 6:00pm

Oh boy, what an interesting week we had. And next week promises to be absolutely crazy. Please don't let me forget to start a new Hat Contest on Monday because anyone who can accurately predict where we will be by next Friday is a true Carnak.

For today, just a recap of the week and a...

Thursday Conversation - Tavi Costa of Crescat Capital

Thursday, October 29, 2020 - 3:00pm

One of the few redeeming qualities of Twitter is that it has allowed me to get acquainted with all sorts of brilliant people whom I otherwise might never have met. One of these people is Tavi Costa of Crescat Capital and it's my pleasure to introduce him to you today.

Tavi is a partner...

TFMR Podcast - Wednesday, October 28

Wednesday, October 28, 2020 - 5:44pm

The smash that we've been expecting for the past week and a half materialized today but it wasn't quite as bad as you might think. Come on in and have a listen and we'll explain why.

First of all, two news items that I failed to mention. One, the first guess at Q3 GDP comes out...